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Moran Wealth Management’s Tesla TSLA Stock Holding History

Moran Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.17M Buy
7,527
+2,965
+65% +$1.18M 0.09% 263
2026
Q1 		$1.7M Buy
4,562
+1,112
+32% +$458K 0.05% 327
2025
Q4 		$1.55M Buy
3,450
+1,295
+60% +$574K 0.05% 313
2025
Q3 		$958K Buy
2,155
+884
+70% +$307K 0.03% 352
2025
Q2 		$404K Buy
+1,271
New +$383K 0.01% 432
2025
Q1 		– Sell
-4,492
Closed -$1.81M – 484
2024
Q4 		$1.81M Buy
+4,492
New +$1.45M 0.06% 258

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moran Wealth Management's TSLA Position: Q2 2026 in Review

Moran Wealth Management increased its Tesla (TSLA) stake by 65% in Q2 2026, buying an estimated $1.18M and bringing the position to 7,527 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #263.

Moran Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Moran Wealth Management held 7,527 shares of Tesla worth $3.17M as of Q2 2026.
  • Moran Wealth Management bought 2,965 Tesla shares in Q2 2026, an estimated $1.18M.
  • Tesla made up 0.09% of Moran Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Moran Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.